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NS&I website

NS&I confirms launch of green savings bond

Details
25 June 2021
  • NS&I
  • annual results
  • mergers
  • green savings bond
  • green savings

NS&I, the government-owned savings business, is to launch a green savings bond for retail investors in the near future, it confirmed this week.

Read more …

Saunderson House website

Rathbones buys Planner Saunderson House for £150m

Details
23 June 2021
  • acquisition
  • Saunderson House
  • Rathbone Brothers
  • mergers

Investment firm and wealth manager Rathbone Brothers has acquired Financial Planner Saunderson House for £150m.

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Nick Eatock

intelliflo expands Down Under with senior hires

Details
23 June 2021
  • IntelliFlo
  • Australia
  • Nick Eatock
  • mergers
  • Blake Kannady
  • Geoff Rogers

Adviser fintech firm intelliflo has made two senior appointments in Australia as it gears up to expand Down Under.

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Alan Hudson

3 AFH directors exit as £232m sale completed

Details
18 June 2021
  • AFH
  • Alan Hudson
  • private equity
  • directors
  • mergers
  • Cortina Bidco

Three directors of Financial Planning and wealth management group AFH have resigned today as the £232m sale of the business went through.

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Quilter brand

Old Mutual Wealth platform rebrands as Quilter

Details
14 June 2021
  • Quilter
  • Old Mutual Wealth
  • rebrand
  • mergers

Wealth manager Quilter has completed the rebrand of its UK investment platform to the Quilter name. 

Read more …

Tavistock website

IWP founder's new firm to acquire Tavistock Wealth for £40m

Details
14 June 2021
  • acquisition
  • Tavistock
  • Tavistock Wealth
  • mergers
  • Titan Wealth
  • Andrew Fearon

One of the founders of rapidly growing Financial Planning firm Independent Wealth Planners (IWP) is behind the takeover today of Financial Planning and investment group Tavistock for £40m.

Read more …

Fairstone website

Fairstone adds 1,000 clients with latest acquisition 

Details
27 May 2021
  • acquisition
  • Lee Hartley
  • Fairstone
  • mergers

Wealth manager Fairstone, which incorporates a major Chartered Financial Planning business, has fully acquired East Midlands-based Sterling Asset Management, adding 1,000 new clients.

Read more …

SJP CEO Andrew Croft

SJP reports 23% higher inflows as pandemic eases

Details
26 May 2021
  • SJP
  • Andrew Croft
  • new business
  • mergers

Wealth manager St James's Place says gross inflows for the first five months of 2021 are set to be 23% up on the same period in 2020.

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Ian Mattioli

Mattioli acquires 2 financial firms in £110m deal

Details
26 May 2021
  • Mattioli Woods
  • Ian Mattioli
  • Ludlow Wealth Management
  • acquistions
  • Maven Capital Partners
  • mergers

Mattioli Woods has acquired a private equity firm and a major Financial Planning business in a £110m deal.

Read more …

Nick Lee

Walker Crips to boost Financial Planning arm 

Details
24 May 2021
  • Walker Crips
  • Southampton
  • mergers
  • Nick Lee
  • Charles Cavendish

Wealth manager Walker Crips has boosted its Financial Planning division with a raft of hires for its new Southampton office.

Read more …

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